Contribution Workflow
=====================

Contributions can be captured through Online Giving, through registrations using the *Ask Donation* option or designating the fees as donations, or entered manually into a batch. 

..  seealso::
    | :doc:`/Finance/OnlineGivingSetup`
    | :doc:`/OnlineRegistration/OnePageForms`
    | :doc:`/OnlineRegistration/FeeSettings`

Online Contributions
--------------------

When contributions are made through the Online Giving platform, a batch will be automatically created. A Finance user will then review the batch and close it, and can further mark it as *Reconciled*. All contributions can be viewed and reports created on the Contributions Search page. 

..  seealso::
    :doc:`/Finance/Contributions_All`

Manually Entered Contributions
------------------------------

Contributions can be manually entered into a batch by a Finance user.  

..  Note::
    Before beginning to enter contributions for the first time, create a people record to attribute offering plate contributions that are not attributable to someone. Suggested names include Loose Change, Offering Plate, or Unidentified Cash. For this record, set the **Statement Option** to *None*, so a statement won't be generated when you run statements for the church. Also, set the **Marital Status** and **Gender** to *Unknown* and **Global Privacy Settings** to *Do Not Visit*, *Mail*, or *Call*. Assign either no DOB or make the person well over 100 years old to be more identifiable when looking at age range reports.

..  seealso::
    :doc:`/Finance/ContributionBatch`

Scanned Checks
--------------

For quicker data entry, scan contribution checks and envelopes using our TouchPoint Check Scanner application. This can be done by someone with the `Finance` or `FinanceDataEntry` role. A Finance user will then review the batch, close it, and then mark as *Reconciled*. 

..  seealso::
    :doc:`/Finance/CheckImageImport`

Imported Contributions
----------------------

..  seealso::
    :doc:`/Finance/CheckImport`

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| **Latest Update**  |     **6/7/2023** |
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